Welcome to the HSBC InvestDirect platform

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Intuitive navigation and easy to use features allows InvestDirect customers to quickly find what they’re looking for.

Trading Equity / Options

Trading made easy.

Learn how HSBC InvestDirect has made trading quicker and easier.

Tools and features

Discover an array of tools and features that will help drive your investment decisions.

Consolidated quote and market information

Consolidated quote & trade page with all market and company information you need to trade on a single page, with easy to use navigation and quick order execution. Trade Equities, ETFs, Options, Bonds and Mutual Funds from any page.

Easy to access account details

Easily view your order status, account balances and available shares for sale.

Mutual Funds

Helping you choose the right mutual fund for you.

HSBC InvestDirect offers an array of tools and features that makes it easier to select the mutual funds that are right for you.

Robust tools

Simplified and/or advanced tools for the screening of over 4000 Mutual funds, based on your criteria. (mutual fund risk rating, sector, performance, fees, management style) across North American Markets.

Advanced screeners

Predefined screeners which will narrow down your investment ideas, with quick views into top and bottom performers and most active, along with market commentary by Morningstar.

Compare your holdings to other securities and/or indices through the use of performance charting.

Overview

Wealth of information at your fingertips

Discover some of the key features of the HSBC InvestDirect trading platform.

Consolidated view

Quick access to information

Detailed portfolio analysis

Quick comparison feature

Discover an array of tools and features that will help drive your investment decisions.

Consolidated quote & trade page with all market and company information you need to trade on a single page, with easy to use navigation and quick order execution. Trade Equities, ETFs, Options, Bonds and Mutual Funds from any page.

Easily view your order status, account balances and available shares for sale.

Trading equity

Trading made easy.

Learn how HSBC InvestDirect has made trading quicker and easier.

Tools and features

Consolidated quote and market information

Easy to access account details

Simplified and/or advanced tools for the screening of over 4000 Mutual funds, based on your criteria. (mutual fund risk rating, sector, performance, fees, management style) across North American Markets.

Predefined screeners which will narrow down your investment ideas, with quick views into top and bottom performers and most active, along with market commentary by Morningstar.

Intuitive navigation and easy to use features allows InvestDirect customers to quickly find what they’re looking for.

Trading Equity / Options

Trading made easy.

Learn how HSBC InvestDirect has made trading quicker and easier.

Tools and features

Discover an array of tools and features that will help drive your investment decisions.

Consolidated quote and market information

Consolidated quote & trade page with all market and company information you need to trade on a single page, with easy to use navigation and quick order execution. Trade Equities, ETFs, Options, Bonds and Mutual Funds from any page.

Easy to access account details

Easily view your order status, account balances and available shares for sale.

Mutual Funds

Helping you choose the right mutual fund for you.

HSBC InvestDirect offers an array of tools and features that makes it easier to select the mutual funds that are right for you.

Robust tools

Simplified and/or advanced tools for the screening of over 4000 Mutual funds, based on your criteria. (mutual fund risk rating, sector, performance, fees, management style) across North American Markets.

Advanced screeners

Predefined screeners which will narrow down your investment ideas, with quick views into top and bottom performers and most active, along with market commentary by Morningstar.

HSBC is the world’s leading international bank in supporting business locally and abroad, whatever their size. With our global experience, local knowledge and our specialized teams, we can help your company achieve its ambitions.